Matthew Meszaros
0b809dee40
feat: scope campaign analytics to an optional from/to send cohort (summary, step performance, engagement and the daily chart read the same UTC days, total_contacts and emails_pending stay campaign-wide, date_range reports the resolved period), count the whole last day in campaign compare and daily stats, add a 7d/30d/90d/all-time/custom period picker to the campaign overview and its share image, take the period in get_campaign_stats, the warmbly and warmblyctl CLIs and the Make and Zapier modules, close a date picker's calendar alone on Escape, and document it in the analytics guide, API reference, MCP table and OpenAPI
2026-09-26 22:42:19 -07:00
Matthew Meszaros
1b45c630bb
feat: end a removed member's sessions and OAuth app grants through a removal hook detached from the request, refuse OAuth tokens whose holder is no longer a member, clear and detach a session selection that outlived its membership, gate subscription checkout, portal and cancel on manage_billing in the API and the dashboard, re-read org channel permissions live on member, role and ownership changes and withhold gated events while they cannot be read, drop the unrouted GitHub releases webhook handler, and correct v1 and release trigger paths in the docs
2026-09-26 22:07:54 -07:00
Matthew Meszaros
90f3f57eb9
feat: keep automated notifications that need the recipient's action (failed payment, suspended account, suspicious sign-in, sending limit, expiring service) in the inbox with an Action required label, view and mail-that-needs-action notification, let workspace tagging questions also run on automated notifications, add warmblyctl inbox-tag backfill --recheck-notifications, and document it
2026-09-26 21:28:06 -07:00
Matthew Meszaros
8812cba439
feat: detect each contact's inbox provider from its domain's MX and SPF in a backend sweep, show it as a sortable Email provider column with the provider logo, filter and segment on it across contacts, campaign leads and segments, and use it for campaign ESP matching including Workspace and Microsoft 365 custom domains and the coverage panel's per-provider lead counts
2026-09-26 06:33:44 -07:00
Matthew Meszaros
bbcf8725c3
feat: add warmbly placement CLI commands for overview, test, list, view, cancel, seed inboxes and campaign monitors, the list_placement_tests, get_placement_test and run_placement_test assistant tools, and the placement commands in the warmbly-cli skill
2026-09-25 20:56:02 -07:00
Matthew Meszaros
7f324a38ac
feat: open inbox placement tests to workspaces with probes rendered like the campaign send and paced as placement tasks, Message-ID matching instead of a subject token and warmup header, instance, workspace and Warmbly Cloud seed panels, a tracking comparison, scheduled campaign monitors with alerts and optional auto-pause, monthly allowances, realtime updates and org transfer registration
2026-09-25 20:48:15 -07:00
Matthew Meszaros
6a13fd5238
feat: report the Message-ID Gmail stamps on a send and resolve a reply's campaign through the Gmail thread and In-Reply-To so campaign replies stop tagging as sales pitches (with a warmblyctl --recheck-cold-inbound backfill that clears the stale labels and a tasks thread index), let a workspace add its own yes/no and pick-one tagging questions with plain-word labels and hold/stop/task actions, and add tagging languages (44 named to the classifier; for 27, only once chosen, tagging also cuts their quoted history and reads their away and non-delivery subjects), documented in the inbox tagging guide and the OpenAPI schema
2026-09-24 21:08:35 -07:00
Matthew Meszaros
77f0c56e72
Merge pull request #687 from warmbly/feature/automated-mail-routing-and-labels
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feat: keep automated mail out of the inbox and rename automatic labels to plain words
2026-09-25 03:19:29 +00:00
Matthew Meszaros
9dee88bcb2
feat: keep conversations the inbox tagger judges automated (security alerts, verification codes, notifications, bounces, auto-replies) out of Inbox, Unread, mailbox and tag views and the unread badge and list them in the Automated view via a new unibox automated filter and overview counts, map no-reply header verdicts to Notification, and rename the automatic labels to plain words (Interested, Meeting, Needs reply, Follow up, Gone quiet and more) with a migration that renames, merges and prunes the old ones
2026-09-24 20:08:45 -07:00
Matthew Meszaros
a54e9a3a2f
feat: keep a campaign's pass chain running through every failure (a pass whose hand-off to a worker fails or that errors is followed by another a minute later instead of waiting on the reconciler, retries move their slot, dead-lettered passes replay through the campaign lock), pass over mailboxes no heartbeating worker holds (worker_id now loaded with the sender pool, shown as Reconnecting in the send plan), count a hand-off failure against the lead only when it is the lead's, and try up to 200 due leads per pass with a daily activity line when all are waiting
2026-09-24 19:56:14 -07:00
Matthew Meszaros
cf83a13b6f
Merge pull request #678 from warmbly/fix/vendor-authorizing-row-actions
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feat: keep mailbox imports live and self-explaining, show vendor authorization progress with faster options, and finish sign-in rows through a later admin grant
2026-09-24 17:15:19 +00:00
Matthew Meszaros
f0861fa129
feat: make the backend drain wait for the import runner itself to stop on the shutdown deadline, resume only sign-in rows an active grant covers (decided in SQL so uncovered rows cannot crowd them out), wait for NATS consumers to close after stopping them, count rows a vendor is authorizing by provider on the import so the admin sign-in button counts and shows only Microsoft rows, keep failed and sign-in imports ahead of connecting ones in the imports menu, and base the pool banner's empty state and warming count on workspace totals only
2026-09-24 18:57:01 +02:00
Matthew Meszaros
256010725b
feat: count only email steps in every sent total (contact drawer, Leads view and statuses, campaign progress, guardrails, org conduct, verification evidence, segments, admin, advisor), keep line breaks in synced body text and strip quoted history in any shape, classify delivery failures before out-of-office and tag them as bounces, record statusless failure notices from X-Failed-Recipients as permanent bounces, limit reply and inbox-tag opt-outs to people answering our outreach (never bounces, auto-replies or list mail), and recheck earlier reply opt-outs, lifting with an audit entry only those the message that wrote them no longer supports
2026-09-24 09:44:17 -07:00
Matthew Meszaros
d8e99877b2
feat: let an update finish work in flight instead of cutting it off, by having the import runner stop claiming on shutdown, hand back rows that never started without counting the claim and finish the rows it is connecting on an uncancelled context, the backend wait up to 45 seconds for those rows and for in-flight connects, the event bus finish the message being handled before it stops reading, and node units, the repository compose file and the installer's stack allow 60 seconds before a forced stop, with the grace period documented for Railway, Docker and Kubernetes
2026-09-24 18:31:06 +02:00
Matthew Meszaros
b196b3c8be
feat: count warmup placements exactly once through a consumer sweep that seeds history in batches instead of a locking migration backfill, add a concurrent unplaced-receipt index, publish WARMUP_PLACEMENT only when a receipt is counted, share one spam-flag list across warmup, placement tests and unibox folders, name ranked mailboxes from their own rows, default from to 30 days before to, keep ScrollStrip scrolling to itself, refresh account statuses at most every 5 minutes, and document rescued as requested
2026-09-24 05:28:51 -07:00
Matthew Meszaros
b2d54fc873
feat: record where every warmup email lands (inbox, Gmail tab, spam) per sender, day and recipient host in warmup_placement_daily, serve it from GET /analytics/warmup/placement, cap mailbox health at the measured 7-day inbox rate, and show it as an Inbox column, a mailbox Deliverability tab and a workspace placement section; replace every visible native checkbox in the dashboard with a themed Checkbox and make the mailbox drawer's tab bar scroll
2026-09-24 05:28:51 -07:00
Matthew Meszaros
549fb00be6
feat: keep mailbox credential checks and imports from timing out behind a worker's command queue by loading mailboxes off the bus loop (a republish never dials twice, commands wait for an in-flight load, a failed load raises the account's auth or server error), storing Kafka offsets for background commit instead of a synchronous commit per message, reconciling moved, unplaced and dead-worker mailboxes at once while spreading the safety-net republish over 30 minutes, sending checks over each worker's Redis channel with failover in placement order, retrying unanswered import rows within the lease, finishing a connect the browser left and an import row a restart interrupted, and connecting InboxKit Google and Microsoft mailboxes with no sign-in through a vendor-authorized grant that covers only the domains the vendor account lists
2026-09-24 11:44:58 +02:00
Matthew Meszaros
e58921484d
feat: rebuild mailbox import around column mapping and automatic host and sign-in detection (CSV, XLSX, pasted lists, saved mappings, retryable rows with fixes, migrations 000205-000206), connect whole Google Workspace domains and Microsoft 365 organizations through a proved administrator grant, import from inbox vendors (InboxKit, Zapmail, Mailforge, Infraforge, Maildoso, Cheap Inboxes, ScaledMail) with vendor-managed forwarding and DNS, add a sending domains page with per-domain tracking and verified root redirects, unify Add account into one Google and one Microsoft entry with per-method choices, mark per-mailbox Google sign-in as retiring with in-place moves to the admin grant or an app password, allow the loopback security mode in the credential columns (migration 000207), read semicolon-separated CSVs, and add a mock vendor API to the sandbox
2026-09-23 08:41:01 -07:00
Matthew Meszaros
c75b3b3b0d
Merge pull request #651 from warmbly/feature/import-existing-custom-fields
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feat: map import columns onto the workspace's existing custom fields
2026-09-23 04:45:33 +00:00
Matthew Meszaros
c35e05c9eb
Merge pull request #652 from warmbly/feature/sending-window-timezone
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feat: give each workspace a timezone that mailbox warmup and campaign sending windows follow by default, with a Timezones control centre on Settings > Profile and the first-email delay moved into campaign Settings
2026-09-23 03:42:59 +00:00
Matthew Meszaros
9b47f91e89
feat: name a request-body time that is not RFC 3339 in the bind refusal (documented in the error-codes table) and cover warmbly campaign add-step and edit-step in the CLI body test against the sequence update struct
2026-09-22 20:35:15 -07:00
Matthew Meszaros
0e97ccc88d
feat: make every warmbly CLI command send the body its endpoint binds (contact create, mailbox send and set-tracking, form set-domain, campaign test, task due dates, advisor snooze, warmup appeal, integration push, oauth-app scopes, corrected inbox and suppression examples, automations and webhook edit documented as full writes), pinned by a test that decodes each body strictly into the server struct, and let POST /v1/campaigns/:id/steps take the PATCH fields as an optional body so add-step no longer creates a blank step
2026-09-22 20:26:34 -07:00
Matthew Meszaros
c1acded32c
feat: place import columns no header matched with one TypeSafe Jev choice call per preview (headers, value kinds and field names only, never a cell; 0.70 confidence floor, one column per field, 4s fallback to the deterministic mapping), map a column of addresses to Email by its values, report inferred_columns on both import previews, mark them in the mapper, and document what is sent in data control
2026-09-22 20:22:40 -07:00
Matthew Meszaros
38f8382cf8
Merge remote-tracking branch 'origin/main' into feature/sending-window-timezone
2026-09-22 20:13:55 -07:00
Matthew Meszaros
45c045a5bb
feat: give each workspace a timezone that mailbox warmup and campaign sending windows follow by default (organizations.timezone, migration 000198), let campaigns and mailboxes follow it or pin their own, add a Timezones control centre on Settings > Profile with inline per-campaign and per-mailbox zones, default new workspaces and the campaign wizard to the browser zone, expose effective_timezone on campaigns, and move the first-email delay from the Schedule tab and wizard into campaign Settings > First email
2026-09-22 20:13:55 -07:00
Matthew Meszaros
1520da2fa8
feat: look up moved mail against each skipped folder with one SELECT per folder and cap the reconciliation by searches rather than rows, never settle a row whose lookup failed, refuse a skip name that is a saved folder the matcher keeps and purge only what it will stop following, drop the map entries of parked arrivals too, ignore UIDVALIDITY 0 when matching a rename into the skipped subtree, carry the listing memo and pending mark across a rename, ask before ticking a folder in the drawer since imported mail is removed, share one inbox-deleted publisher between the consumer's removal paths, and say in the CLI help that an emptied list does not restore removed mail
2026-09-22 05:45:38 -07:00
Matthew Meszaros
5a967cc3ce
feat: let an IMAP mailbox exclude folders from sync (email_accounts.sync_skip_folders, migration 000196) so a folder another tool fills never reaches the unified inbox: the worker drops skipped folders and their subfolders before the walk, retires an already-synced one with its stored mail, and removes mail that later moves into one only when its Message-ID is found there; PUT /emails/:id/sync and the drawer's Sync card set the list, GET reports it with the server's folder list, warmbly mailbox skip-folders mirrors it, with docs, OpenAPI and error-code invalid_sync_folder
2026-09-22 05:15:49 -07:00
Matthew Meszaros
eac3f6d615
Merge remote-tracking branch 'origin/main' into fix/sso-link-existing-password-account
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# Conflicts:
# docs/content/docs/guides/security.mdx
2026-09-21 04:28:20 -07:00
Matthew Meszaros
a1b7a8ad9b
feat: attach a parked federated identity only after the ban check and, on a 2FA account, only once the second factor passes by carrying it through the 2FA pending record into twofa.VerifyLogin, charge each sso_link password attempt atomically before the check, treat an identity a parallel challenge already linked as a re-login instead of a refusal, ask for no password when the identity cannot be linked, end an exhausted or expired challenge with sso_link_expired so the dashboard returns to the email step, and document the code in error-codes, the API reference and OpenAPI
2026-09-21 03:35:17 -07:00
Matthew Meszaros
9426c0da51
feat: validate every person, workspace and company name through internal/pkg/displayname on each write path (profile, onboarding, setup, IdP sign-in, org create and rename, org import, enterprise inquiry, admin testers, warmblyctl) with a 400 invalid_name code, render stored names in platform email through the same rules, mirror them in the web forms, check the org slug format, and document the rules in error-codes, security and AGENTS.md
2026-09-21 03:34:03 -07:00
Matthew Meszaros
f11df9268f
Merge pull request #640 from warmbly/fix/admin-list-pagination
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feat: make every admin panel list page past the first and filter by id, and report failed admin requests
2026-09-21 09:29:48 +00:00
Matthew Meszaros
cc244e5159
feat: make every admin panel list page past the first and filter by id: bind query-string ids through models.ParamUUID since gin cannot set a uuid.UUID, page the explorers and secondary lists by an opaque offset cursor with an id tiebreak instead of an id keyset that disagreed with the sort, page the audit log on (created_at, id) with an inclusive YYYY-MM-DD end day and read next_cursor on its page, cast every before-date bound to timestamptz, coalesce nullable audit ip and user agent, and report failed admin queries and 5xx mutations to PostHog or Sentry with method, path, status, code and request id
2026-09-21 02:11:38 -07:00
Matthew Meszaros
1513419a2a
feat: delete warmup mail from each mailbox once past a per-mailbox retention window (email_accounts.warmup_retention_days, else retention.warmup_mail_days, default 30) via a consumer sweep that retires the receipt and sender copy and a worker delete action that trashes on Gmail, deletes on Graph, expunges on IMAP and drops the stored body, prune per-message warmup records after retention.warmup_event_days, and count a warmup deletion as tampering only within 24 hours of arrival and never for a retired message, judging Gmail's Trash label on the same rule
2026-09-21 00:52:02 -07:00
Matthew Meszaros
6026168334
feat: stop blocking boot on the GeoIP download and swap the database in when it lands, retry a refused mirror with backoff honouring Retry-After, revalidate a database older than a week with If-Modified-Since instead of keeping the first copy forever, and add a twice-weekly job mirroring both MaxMind editions to a private bucket so the fleet stops spending a 30-a-day allowance per boot
2026-09-20 17:55:38 +02:00
Matthew Meszaros
d1a4add567
feat: add the new CHECK constraints NOT VALID and validate them in migration 000189 so campaign_leads is not scanned under a write lock, keep a step's copy-judgment findings open when the Advisor's judge cap or an outage left it unjudged, validate every TypeSafe answer's type and bounds and version the copy-judgment cache key, mirror the reads-as-bulk rule in the editor's all-clear, and refuse inbox classification without a configured client
2026-09-19 23:59:19 -07:00
Matthew Meszaros
addb956ad6
feat: shared TypeSafe client under internal/pkg/typesafe with inbox tagging phases 2 and 3 (hold, stop, task, suppress behind workspace switches, reversible ones on by default), labels seeded at workspace creation and by the follow-up sweep, premade inbox views (hot leads, needs a reply, follow up, declined, automated), typed reply classification and a reply_intent branch condition, an inbox agent draft gate, Advisor copy judgment with a cached editor re-check, warmup content lint, bounce cause classification that keeps a blocked address sendable, and per-form submission triage
2026-09-19 23:33:37 -07:00
Matthew Meszaros
dee54417a3
Merge pull request #612 from warmbly/feature/campaign-daily-send-view
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feat: add a Today's sending plan to the campaign overview and feed the sidebar meter and wizard estimate from the scheduler's own clamps (issue #606 )
2026-09-19 17:04:19 +00:00
Matthew Meszaros
150dc7df6e
feat: add a Today's sending plan to the campaign overview (GET /campaigns/:id/send-plan, derived through the scheduler's own gates: per-mailbox cap clamps, warmup graduation, health bands, other campaigns on the same mailbox, hours, spacing, window, plan allowance, new-lead cap and leads due, as a waterfall that adds up), feed the sidebar meter and the wizard estimate from the same clamps instead of summing configured caps, floor the campaign chain's next tick at the pool's spacing rather than one mailbox's whole gap, fold the compact Advisor strip to one line, add warmbly campaign plan and warmblyctl campaign plan, and document it (issue #606 )
2026-09-19 09:31:46 -07:00
Matthew Meszaros
62201a2dd3
feat: let each member choose, reorder and persist the contact list's columns (custom fields included) and sort on any of them: a user_view_preferences table (migration 000187) behind GET/PUT/DELETE /v1/me/views/:view, a column registry that renders the contacts and campaign Leads tables from a saved layout, a Columns chooser with drag reorder and a Sort menu on both toolbars, click-to-sort headers, sort_by custom:<key> plus company and phone sorts in POST /contacts/search resolved once for Search and SearchIDs with a nullable keyset cursor, and the contacts guide, API reference, openapi, error codes and export-import docs updated
2026-09-19 09:24:17 -07:00
Matthew Meszaros
e668a2a36b
feat: complete the ADA CASA v2.1.1 AL1 control set across authentication, sessions, access control, cryptography, input validation and configuration, adding a breached-password denylist and per-account login throttling, enforced multi-factor authentication on the admin panel, step-up confirmation before an action that mints a lasting credential, purpose-scoped session tokens, single-use TOTP steps, tenant verification on every cross-referenced identifier, security headers on every surface, encrypted webhook signing secrets, per-organization idempotency, PKCE and a minimal two-scope Gmail consent on the mailbox OAuth flow, bounded spreadsheet and archive decoding, a patched Go toolchain with govulncheck in CI, and the evidence pack under compliance/casa
2026-09-19 08:18:35 +02:00
Matthew Meszaros
6aebfe7e63
feat: store IMAP-synced addresses as Name <addr> like the Gmail and Graph syncs instead of Name (addr), teach mailhdr.Bare, the reply path's sender and recipient checks and the warmup sender fallback to read the old form for existing rows and older workers, so a reply into an IONOS or any other IMAP mailbox is attributed to its lead again after the address checks added on 16 September refused every one of them, and add a consumer sweep that re-offers unclaimed inbound mail answering a campaign send or coming from a contact to reply processing at boot and daily so the replies missed that week are attributed without anyone touching the database
2026-09-18 14:37:35 +02:00
Matthew Meszaros
cd964aafa8
feat: stop a deleted mailbox living on inside its worker, by returning the worker assignments a scheduled org or user deletion destroys so the erasure path can evict them the way the single-mailbox delete already does, and by treating an assignment lookup that finds no row as the mailbox being gone rather than a failed lookup, which tells every live worker to drop it; and clear the rest of error tracking by retrying a mailbox delete that loses a deadlock to its own cascade instead of failing the person who clicked Disconnect, answering a daily-usage read for a mailbox that no longer exists with 404 rather than a reported 500, and guarding the inner data field on three list reads plus serialising an empty pool-link list as [] rather than null
2026-09-18 12:42:43 +02:00
Matthew Meszaros
e37c5053c2
feat: make warmup refunds atomic, count confirmed partner diversity in local and cloud mailbox views, and document cloud-safe mailbox deletion
2026-09-17 21:15:28 -07:00
Matthew Meszaros
8ee1c50a1b
feat: make a failed SMTP send name the step and the cause behind it instead of one bare SERVER_UNREACHABLE sentinel, give a refused warmup send its day back so sent_today can no longer climb past the target while the cap frees the slot, revoke a mailbox's Warmbly Cloud enrollment when it is deleted so the pool stops holding its password, and prefer warmup partners outside the sender's own workspace while showing the partner diversity a mailbox is actually getting ( #574 , #575 )
2026-09-17 20:02:37 -07:00
Matthew Meszaros
2a1e55354d
feat: merge latest main before requeueing worker capacity fixes
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# Conflicts:
# internal/app/stripe/service_test.go
2026-09-17 06:57:20 -07:00
Matthew Meszaros
c1e45b194a
feat: merge latest main before worker capacity queueing
2026-09-17 06:26:07 -07:00
Matthew Meszaros
8c7827c199
feat: make Stripe credit auto-top-ups idempotent across retries
2026-09-17 15:25:35 +02:00
Matthew Meszaros
d6025ea4c0
feat: address worker capacity review findings with safe migrations and recovery reporting
2026-09-17 06:24:14 -07:00
Matthew Meszaros
b733d09f89
feat: make inbox follow-up labels safe for manual labels and automated mail
2026-09-17 04:57:52 -07:00
SUMAN JANA
3b8761d361
feat(inbox): explain every tag on hover, label live mail, and keep follow-ups working with no external service
2026-09-17 04:57:52 -07:00
Matthew Meszaros
SUMAN JANA